Job Description
Join our award-winning tax team at Chula Vista Financial Group and elevate your career in finance. We're seeking a meticulous Tax Associate to support high-net-worth individuals and small businesses with comprehensive tax planning, compliance, and advisory services. Enjoy competitive benefits, flexible scheduling, and ongoing professional development in our modern downtown office.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Analyze financial data to identify tax-saving opportunities and deductions
- Conduct tax research and ensure compliance with evolving tax regulations
- Collaborate with cross-functional teams on client tax strategies
- Represent clients during IRS audits and inquiries
- Maintain accurate client records using tax software platforms
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience (CPA or Enrolled Agent preferred)
- Proficiency in tax software (e.g., Lacerte, ProSeries, UltraTax)
- Strong analytical and problem-solving abilities
- Excellent communication and client management skills
- Detail-oriented with high accuracy in financial data handling